Quick Stats

Bid Price - Offer Price -
Mid Price GBX 116.71 Day Change GBX +0.30 (0.26%)
Price Date 23 Nov 2017 Crown Rating 4
Shares Class Inc. Yield 1.36 %
Total Expense Ratio 0.49 Fund Size 973,354,700.00
Launch Date 03/02/2014 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.45 Sector IMA UK Equity Income
Min Investment (£) 2,500,000.00 Total Expense Ratio (%) 0.49
ISIN GB00BDZR8B35 Min TopUp (£) 35,000.00

Fund Objective

To achieve a return of a combination of income and capital growth.

Fund Managers

Alasdair Ross
Alasdair Ross joined the company in 2003 and is currently Head of Investment Grade Portfolio Management, EMEA, with responsibility for our UK and European investment grade corporate credit teams in London. He is also lead portfolio manager for UK, Euro and Global credit portfolios which include the Threadneedle European Corporate Bond Fund, the Threadneedle Global Corporate Bond Fund and the Threadneedle Pensions Corporate Bond Fund.Alasdair’s investment background is as a relative value focused, bottom-up investment grade credit analyst. Between joining the company in 2003 and becoming a portfolio manager in 2007, he had responsibility for covering the TMT, utility and energy sectors, as well as the sterling whole business securitisation sector.Prior to joining the company, Alasdair worked at BP plc in a rotation of commercial roles.Alasdair has a first class honours degree in Politics, Philosophy and Economics from the University of Oxford. He also holds the Chartered Financial Analyst designation.
Ryan Staszewski
Ryan Staszewski is a portfolio manager at Columbia Threadneedle Investments. Mr. Staszewski is responsible for European credit portfolios within the fixed income team in London. Previously, he worked as a credit analyst undertaking fundamental analysis across a number of sectors within the investment grade universe. Prior to joining one of the Columbia Threadneedle Investments firms in 2012, Mr. Staszewski held a role as a sell-side publishing analyst at JP Morgan, where he was voted the #2 utilities analyst by industry peers in the Euromoney 2012 fixed-income survey. Prior to that, he was a buy-side credit analyst at Aviva Investors.Mr. Staszewski received a degree in economics and finance from Curtin University, Western Australia, and is also a CFA Charterholder.